+94.5%
AAPL vs LBRT
-27.9%
+122.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +3.2% | +13.8% | -10.6% | +2.1% |
| 30D | +4.1% | -32.4% | +36.5% | +7.1% |
| 3M | +17.5% | -39.9% | +57.4% | +21.9% |
| 6M | +20.6% | -60.8% | +81.4% | +30.6% |
| YTD | +31.0% | -29.3% | +60.3% | +29.6% |
| 1Y | +30.2% | -18.9% | +49.1% | +25.9% |
| All | +94.5% | -27.9% | +122.4% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LBRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling